Can I use this to pull all transactions for a single vendor from a combined export?

Yes. Set the column to your Payee or Vendor field, choose 'equals', and enter the vendor name exactly as it appears in the file. All matching rows across every worksheet will be included in the output.

Will this work on a bank feed export with multiple months on separate tabs?

Yes. Each worksheet is filtered independently. If all tabs contain the target column, they are all processed and appear as separate sheets in the output file.

Can I filter by a partial account code to isolate a category?

Yes. Use the 'contains' condition with your account code prefix or keyword. Any row where the account column includes that text will be included in the output.

Is the original transaction export modified?

No. Deliteful always produces a new output file. Your source export is never altered, which keeps your master records clean for audit purposes.

Filter Client Transaction Rows in Excel — Without Touching the Source File

Bookkeepers work with Excel transaction exports from QuickBooks, Xero, and bank feeds that mix every client or account into one file. Pulling out a single client's transactions, isolating unpaid invoices, or flagging payments above a threshold means filtering the source file — and risking a saved filtered view that hides rows the next time someone opens it. Deliteful returns a separate filtered file so your source data is never touched.

Create free account

Common bookkeeping filter tasks include: extracting all rows where Payee equals a specific vendor for a payment audit, isolating transactions where Amount > 1000 for a client's monthly review, or pulling rows where Account contains a chart-of-accounts code prefix to reconcile a single account category. These are recurring extractions that happen every month-end and every client review cycle.

Deliteful applies one condition per run across every worksheet in the workbook that contains the target column. If your export separates clients or months across tabs, each tab is filtered independently. The output is a clean .xlsx file with data values only — no formulas, no formatting — which is exactly what you need when handing a filtered extract to a client or attaching it to a reconciliation.

How it works

1
Export and upload the transaction file
Download the .xlsx or .xls export from your accounting software or bank feed and upload it to Deliteful.
2
Enter the column to filter on
Type the exact column header — 'Payee', 'Amount', 'Account', or your equivalent field name.
3
Set your condition
Choose equals, contains, greater than, or less than and enter the value — a vendor name, account code prefix, or numeric threshold.
4
Download the filtered extract
Get back a new Excel file with only the matching rows — ready to share with a client or attach to a reconciliation package.

Frequently asked questions

Can I use this to pull all transactions for a single vendor from a combined export?: Yes. Set the column to your Payee or Vendor field, choose 'equals', and enter the vendor name exactly as it appears in the file. All matching rows across every worksheet will be included in the output.
Will this work on a bank feed export with multiple months on separate tabs?: Yes. Each worksheet is filtered independently. If all tabs contain the target column, they are all processed and appear as separate sheets in the output file.
Can I filter by a partial account code to isolate a category?: Yes. Use the 'contains' condition with your account code prefix or keyword. Any row where the account column includes that text will be included in the output.
Is the original transaction export modified?: No. Deliteful always produces a new output file. Your source export is never altered, which keeps your master records clean for audit purposes.

Create your free Deliteful account with Google and filter your next client transaction export in seconds — no card required, source file untouched.